See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,379 | $154,228+7.9% | $145,433+14.4% | $137,256+21.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.08% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,491 | $4,804-48.1% | $4,554-45.3% | $4,156-40.1% |
| Participant deferral / active EE | $10,352 | $8,216+26.0% | $7,897+31.1% | $6,407+61.6% |
| Admin fee / account holder | $4,869 | $14,344-66.1% | $13,129-62.9% | $12,270-60.3% |